Admin

The Admin portal is for the subscription owner to manage the resources in their subscription. This is where you manage Workspaces, Users and Organisations.

Admin Overview
The Admin screen is where a Subscription Owner or Subscription Co-Owner can manage Workspaces, Users and Organisations attached to your subscription. I...
Fri, 12 Jul, 2019 at 1:59 PM
Add a Workspace
A workspace is a container where your organisation data and user permissions sit. Workspaces allow you to separate and group your organisations and use...
Wed, 28 Nov, 2018 at 4:13 PM
Add a MYOB AccountRight Organisation
This help note will show you how to add a MYOB AccountRight online organisation to your workspace. MYOB AccountRight Local and Network libraries files ...
Fri, 10 May, 2019 at 2:02 PM
Add a Xero Organisation
This help note will show you how to add a Xero organisation to your workspace.  For instructions on syncing an existing organisation please see the S...
Fri, 10 May, 2019 at 2:08 PM
Add a QuickBooks Online Organisation
This help note will show you how to add a QuickBooks Online organisation to your workspace.  For instructions on synching an existing organisation ...
Fri, 10 May, 2019 at 3:33 PM
Invite a User
Only Calxa subscription owners and co-owners can invite users to access their subscription. Once a user is invited the owner or co-owner can then set...
Thu, 28 Feb, 2019 at 4:35 PM
Set User Permissions
Calxa subscription owners and co-owners alone can invite users to access their subscription. Once a user is invited the owner or co-owner can then...
Wed, 10 Apr, 2019 at 9:50 AM
Delete a User
Calxa subscription owners and co-owners alone can invite users to access their subscription, set their user permissions and delete users. This help n...
Wed, 10 Apr, 2019 at 9:38 AM
Add a MYOB Essentials Organisation
This help note will show you how to add a MYOB Essentials organisation to your workspace.  For instructions on syncing an existing organisation p...
Mon, 13 May, 2019 at 4:10 PM
Organisations Menu
Under the main Admin menu there is an Organisations sub-menu. This menu shows a full list of organisations across all your workspaces with options to s...
Fri, 17 May, 2019 at 12:01 PM